Rachit Verma

YTD revenue 85Lakh.

YTD accounts 38.

• YTD Achievement of 42lakh vs 41lakh in Brokerage. Qualified "Blindfold" -Insurance Contest in quarter3 and "Lakshya" contest in Q4. Acquired 36 new trading accounts. Average MTF book size 6cr.

• Advising HNI/Institutional clients of Bombay Stock Exchange(BSE),Fort Branch in making Investment Decisions, in Coordination with various research desks as PBG, Institutional, Retail.
• Executing transactions as high as 100cr, for clients in Equity, Derivatives, MTF, Mutual Fund, SLB, NCD, Bonds, Debentures to generate revenue of 4.4cr a year.
• Meeting Clients/Staff of mapped HDFC Bank branches in south Mumbai for Acquisition/Activation of New Business and Cross Selling of Third Party Products as AIF, PMS, Insurance.

• Acquiring New Clients, Cross Selling wealth management products including Market Linked Debentures(MLD), Long-term equity anticipation securities (LEAPS), Unlisted Shares, Advance Brokerage Prepaid Plans.
• Conducting Corporate Activities. Meeting minimum 4 clients everyday to assist clients in making best investment decisions.